Dorothy Yandle is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior roles include positions at Triad Advisors, Avantax Advisory Services, North American Co for Life & Health, and Veravest Investment Advisors. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lesley Wilson is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. Wilson is also involved with Wilson Financial Group LLC and WealthPlan Financial Group as an agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies and third-party advisers.

Collin Brantmeyer is a financial advisor with Edward Jones in Matthews, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at The Motley Fool, Camp Digital, Public News Service, and VNYL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Andrew Hoff is a Chartered Financial Consultant (ChFC®) with 37 years of industry experience. He is currently with LPL Financial and previously worked for Commonwealth Financial Network for 23 years. Hoff has operated the Andrew Hoff Agency since 1989. His other business activities include tax preparation and serving as trustee for company retirement plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

William Stephens is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at SFP-1 LLC, Principal Securities Inc., and Wells Fargo Clearing Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, asset management programs, and institutional platforms, utilizing various investment strategies and supporting tools.

David Barse is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Commonwealth Financial Network from 2015 to 2026. Outside of his advisory role, he owns Your Dedicated Fiduciary, LLC, a private entity supporting securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools.

Maxwell Mc Arthur is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at The Vanguard Group, PNC Bank, and Audi Northlake. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Vicky Rivera is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined eight years. Outside of her advisory role, she coaches CrossFit. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual investors, high-net-worth individuals, retirement plans, and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Reagan Mangos is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 65 designation and has been in the industry since 2026. His prior experience includes roles at Commonwealth Financial Network, Weller Financial Group, and educational positions at St Bonaventure University and local schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various account types.

Robert Karcz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Merrill, Commonwealth Financial Network, and Wells Fargo Clearing. In addition to his advisory work, Karcz is president and owner of Stonehedge Financial, a private entity serving as the operating company for his securities, investment advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Thomas Prebeck is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC. He joined the firm in 2026 and has prior experience in various roles including work within the wine industry and community service organizations. He also has held positions in education and hospitality. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Maxim Nechitailo is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and is based in Fort Mill, South Carolina. He has worked at LPL Financial since 2015, with a brief gap from 2023 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Allison Dunn is a financial advisor at Morgan Stanley with eight years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC in 2023. Outside of her advisory role, Dunn is involved in property management and customer service activities related to short-term vacation rentals. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

Joseph Larraga is a financial advisor at LPL Financial with Series 65 credentials and one year of industry experience. He previously worked at Capital Group for five years and Dimensional Fund Advisors for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Matthew Trencheny is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 license and four years of industry experience. Prior to joining UBS in 2022, he worked at Joseph Gunnar & Co. LLC and held various roles related to education and recreation at High Point University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor solutions aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Gustavo Zarate Jr. is a CFP® certificant with 17 years of industry experience currently affiliated with LPL Financial. He previously worked at Commonwealth Financial Network for 16 years and is the owner and president of GRZ Wealth Management, Inc., operating under Powell Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Patrick Stanton is a Series 65-licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has one year of industry experience. His background includes multiple roles at LPL Financial and academic positions at Wofford College and Louisiana Tech University over the past several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Stephen Poulton is a Series 66 licensed financial advisor with Equitable Advisors in Charlotte, NC, and has 16 years of industry experience. He has been with Equitable Advisors since 2010, including its predecessor Axa Advisors. Outside of his advisory role, he serves as an executor of his parent’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients. The firm uses a range of investment programs, including third-party advisory models and proprietary options, to tailor solutions based on client risk tolerance and needs.

Michael Lenahan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. Outside of his advisory work, he is employed part-time as a caddie at Pinehurst Resort. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Tuongvan Nguyen is a financial advisor with LPL Financial, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and Equitable Advisors. Nguyen also operates Ruffalo Wealth Management as a side business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a network of over 22,800 advisors managing more than $819 billion in discretionary assets.